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HM Payson & Co.
HM Payson & Co., founded in 1854 and headquartered in Portland, Maine, is one of the oldest independent investment firms in the United States and operates as an SEC-registered investment advisor and Maine Chartered Trust Company. The firm employs a team-based approach to provide integrated investment management, financial planning, and trust services to individuals, families, and institutions, emphasizing disciplined, independent, and fiduciary client-centered service. HM Payson is recognized for its longevity, prudent and rational investing style, and its deep-rooted commitment to fiduciary values. As of the latest reports, the firm has approximately 45 employees.
Investment Strategy
HM Payson & Co. focuses on active and disciplined management of diversified portfolios, primarily using individual equities, fixed income securities, mutual funds, and ETFs tailored to clients’ unique objectives. For larger accounts, they emphasize direct investment in individual securities, including U.S. and select foreign equities (via ADRs), and fixed income. For smaller accounts, they construct and actively manage portfolios utilizing mutual and exchange-traded funds, with allocations based on risk and investment outlooks. The firm employs a research-driven, team-based approach that removes personal biases and aims to preserve and grow wealth over the long term. Additionally, their private markets strategy seeks global private equity exposure through passive investments in commingled funds for long-term capital growth, aiming for broad diversification and prudent risk control. Overall, HM Payson's philosophy is rooted in rational, independent decision-making and multi-generational stewardship.
Latest 13F Filing Activity
HM Payson & Co. filed their most recent 13F report on Sep 30, 2025 disclosing 1,075 equity positions with a total 13F market value of $7B. The fund increased holdings in Apple Inc., Alphabet Inc., Broadcom Inc. among other positions. HM Payson & Co. reduced exposure to Accenture PLC Ireland, Novo-nordisk A S, Hubbell Inc. among others.
Top Holdings
Equity Positions (1,075)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.88% | $478.6M | 923,990 | $189.50 | $517.95 | +$16.2M |
A AAPL | APPLE INC | 6.51% | $452.6M | 1,777,400 | $72.51 | $254.63 | +$86.1M |
A AVGO | BROADCOM INC | 6.20% | $431.1M | 1,306,739 | $37.15 | $329.91 | +$51.9M |
N NVDA | NVIDIA CORPORATION | 4.70% | $327.2M | 1,753,521 | $74.29 | $186.58 | +$48.7M |
G GOOG | ALPHABET INC | 4.25% | $295.3M | 1,212,629 | $82.90 | $243.55 | +$76.7M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Brunswick, ME , United States | |
J Jay Flower | Portfolio Manager | Portland, ME , United States | |
 | Portfolio Manager | Portland, ME , United States | |
N Noah Petrucci | Portfolio Manager | Portland, ME , United States | |
 | Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return Fund | Portland, ME , United States | |
 | Portfolio Manager | Portland, ME , United States | |
 | Portfolio Manager | Portland, ME , United States | |
S Steve Eddy | Portfolio Manager | Portland, ME , United States | |
T Timothy Griffin | Portfolio Manager | Portland, ME , United States | |
 | Private Equity Associate | Portland, ME , United States |
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